Helping You Reach Your Financial Goals

The CAMPUS Investment & Trust Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. At CAMPUS Investment & Trust Services we offer exceptional products and services and tailor our approach to your individual financial needs.  Whether you’re looking for help with a specific goal or looking to design a comprehensive wealth management strategy, we’re the resource you can count on for all of your investment & trust services needs.

Retirement Services
  • Planning assistance
  • Retirement plan rollovers (401k, 403b, D.R.O.P.)
  • Individual Retirement Accounts (IRAs)
  • Business Retirement Accounts

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Financial Management
  • Develop achievable goals
  • Create a savings and investment plan
  • Protecting financial security
  • Building net worth
  • Managing wealth
  • Creating income from assets
Investments
  • Mutual Funds
  • Bonds
  • Stocks
  • Options
  • Real Estate Investment Trusts (REIT)
  • Annuities

Manage Your Investments

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Wealth Management & Estate Planning
  • Comprehensive analysis and financial planning
  • Retirement and estate transfer planning
  • Managed Accounts
  • Trust asset management in partnership with MEMBERS Trust Company
Insurance
  • Life Insurance
  • Long-Term Care Insurance
  • Disability Income
Education Planning and Funding
  • Planning assistance
  • Education savings accounts

Our Team

Your financial goals are unique. So are you. Our team of experienced advisors is here to listen to your story and help you make the right choices when preparing for your future.

 

Fred Hilton CLU®, ChFC®, CRPC®, Financial Advisor, Trust LiaisonFred Hilton ChFC, CRPC

With over 25 years of experience in financial planning and wealth management, Fred Hilton has served the members of CAMPUS USA Credit Union since 2000. Fred is FINRA® registered and Florida Life, Health & Variable Contracts licensed.  In addition, he has earned the designations of Chartered Life Underwriter®, Chartered Financial Consultant®, and Chartered Retirement Planning Counselor®.  He is a recognized leader in the investment community in Northeast Florida. He has 5 children and has been married since 1989. Fred enjoys coaching his children’s various sports and is also a certified pyrotechnic, overseeing the City of Alachua’s Fourth of July Firework event since 1999.

 

Marlon Awuma CFP®, CRPC®, Financial AdvisorMarlon Awuma CRPC, Financial Advisor

Marlon Awuma has been serving the members of CAMPUS USA Credit Union since 2007. In his role as a Financial Advisor he assists clients with retirement planning, investments, as well as their insurance needs. Marlon is FINRA® registered and Florida Life, Health & Variable Contracts licensed.  He is a graduate of the University of Florida with a major in Finance and has earned the Certified Financial Planner® and Chartered Retirement Planning Counselor® designations. Marlon is a graduate of the CUNA Mutual Group 2015 Honors Academy class during which he earned the star achievement award and was also featured on the front cover of the June 2015 Ocala Men of Style magazine. He enjoys spending time outdoors with his wife Nikki and their three children, Gabriel, Cameron, and Jennis.

 

Weston Gallop, Financial AdvisorWeston Gallop, CRPC®, Financial Advisor

Weston Gallop is a Gainesville native with over ten years of business experience. Weston graduated from the University of Florida in 2007 and joined the CAMPUS Investment & Trust Services Team in 2014. He is FINRA® registered and Florida Life, Health & Variable Contracts licensed and has earned the Chartered Retirement Planning Counselor® designation. Weston enjoys working with his clients to identify their dreams and aspirations, and to help create a financial plan that will accomplish them. He is a committee member with STOP! Children’s Cancer as well as director of basketball with Pray then Play Sports. Weston enjoys spending weekends playing golf, woodworking, and spending time with his wife, and their children, Mary Grace and Eli.

 

Jared Overacker, Financial AdvisorJared Overacker

Jared joined the CAMPUS USA Credit Union team in 2013. Jared is FINRA® registered and Florida Life, Health & Variable Contracts licensed. Jared is an Alachua County native with strong ties to the community. When he’s not playing sports himself, Jared enjoys rooting for his nephews in little league.

 

Lisa Bruce, Senior Program CoordinatorLisa Bruce, Senior Program Coordinator

With over 20 years in the financial services industry, Lisa Bruce has served as the Senior Program Coordinator for CAMPUS Investment & Trust Services since 2002. Lisa is FINRA® registered and Florida Life, Health & Variable Contracts licensed. She is a Florida native and longtime resident of Gainesville along with her two children, Jordan & Ethan. Lisa enjoys participating in the music ministry at Westside Baptist Church and is an avid runner and marathoner.

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Make an Appointment

CAMPUS members can receive a no cost, no-obligation financial consultation.

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*CAMPUS Investment & Trust Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Trust services available through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. The CLU®, ChFC®, CFP®, and CRPC® designation marks are not affiliated with CUNA Brokerage Services, Inc. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

 

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